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20130113
20130121
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CNBC 20
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English 20
Search Results 0 to 19 of about 20 (some duplicates have been removed)
CNBC
Jan 13, 2013 6:00am EST
ahead of next woke's earnings. should you be concerned? dan nathan will have the answers. and well liked, facebook shares have surged 17% in 2013, and do you see more upside? scott nations gets social. the action begins right now. >>> from the heart of new york times square, i'm melissa lee, these are the traders. and the rally is showing signs of fatigue with the financials ahead of the earnings. with the vix at five-year lows and stocks at five-year highs, is this the calm before the storm? we will get into the money and find out. dan, the question is here as we do look at the five-year highs, do we look like we are setting up for a fall? >> we could. here is the thing that we got through some events that had not a whole heck of a lot to do with the corporate earnings and that is one of the big factors to drive the stock prices, and we had a great rally out of the gates. the s&p is up, and the vix is melting, and when we look at the future curve, it is bid up, and when you look at march, it is 17.5 or so, so it is implying we will get the bigger moves going forward especially as we get
CNBC
Jan 20, 2013 6:00am EST
been rotten but can earnings right the stock? dan says yes. he's got a trade that can make seven times your money in one week. he'll show you how. >>> hang up on nokia, shares of the cell phone maker have been on fire. a flashing warning sign. we'll tell you what it is and how you can make money. >>> and why are all those traders betting on jetblue calls? the action begins right now. in the heart of the new york's times square, i'm melissa lee. if you checked your portfolio, do it now. strong earnings pushed the dow and s&p 500 to five-year highs. will the good times last? let's find out. dan, it will be a big week for the markets and big week for technology and apple. >> technology is really interesting. as a whole it's trading well and trading like some of the better acting sectors of the s&p approaching five year highs. when you think about the action today, what we saw today, financials continue to run on very good earnings. we saw some industrial stocks well off their 52 highs reacting well to the chinese gdp number. to me there's a really interesting set-up as we approach next we
CNBC
Jan 16, 2013 5:00pm EST
to leave it there. thank you for coming on the show. we appreciate it. >> you're welcome. >> dan, you're the bear on the desk. would you agree with even mr. shilling? >> i agree with him. and one of the results of the cliff negotiation that we had that concluded at the beginning of the year is, i think people that are bearing the brunt of the tax increases, think on really marginal level are going to see to pull back in spending. and i think tiffany's preannouncement last week, they didn't give guy danidance yet, it's going to be interesting. i'm going to -- i suppose that we're going to see the first half is slightly weak and that could lead to some worries about recession. >> okay. let's move on and talk ebay here. it is moving higher in the aftermarket session after posting earnings. jon fortt joins us now with the latest. jon? >> yeah, melissa. ebay's ceo taking a bit of a victory lap now. let's look at the numbers they did in the quarter. revenue with $3.99 billion. a little bit above expectations. eps, 70 cents above the 69. the guidance came in light, but it looks like wall str
CNBC
Jan 18, 2013 5:00pm EST
to five-year highs. will the good times last? let's find out. dan, it will be a big week for the markets and big week for technology and apple. >> technology is really interesting. as a whole it's trading well and trading like some of the better acting sectors in the s&p 500 approaching five-year highs. when you think about the action today, what we saw today, financials continue to run on very good earnings. we saw some industrial stocks well off their 52 highs reacting well to the chinese gdp number. to me there's a really interesting set-up as we approach next week's tech earnings that we have things that haven't gotten back to those highs acting very well. >> i think one of the paints you were making with financials doing well, they haven't gotten close to where they were when the market was at these levels before. there were three things i thought were interesting. what do ann taylor and intel and chipotle have in common? narrowing margins, intel increased cap backs and ann taylor was talked about excessive discounting narrowing their margins. we have just seen expectations of ever
CNBC
Jan 14, 2013 4:00pm EST
around. joining me now on the phone is dan niles. along with shaw woo. good to talk with you gentlemen. dan, what's your take on this dell story? >> i mean, i think it's something that's been talked about for awhile. you can go back to actually 2010 in june and michael was at a conference and somebody asked him do you ever think about taking your company private? and the answer was yes. there's been this talk for a long time. was one of the ten worst performing stocks in the s&p last year. it was one of the top ten cheapest though. if you're looking at it from that perspective, the timing seems to make sense. >> so let me ask you, shaw, what you think. how would shareholders work out in this deal? >> well, you know, i agree with dan that this rumor's been going around for awhile. but i think the biggest problem is that the size of dell. you look at the stock today. it's -- the market cap's now $21 billion. so in the takeout, it would have to be a premium to that. possibly $30 billion. that's a lot of capital to raise. a lot of debt financing. so we think because of the size of this dea
CNBC
Jan 18, 2013 9:00am EST
and ceo of cheg, dan rosenweig is here. >> we've got breaking news from the federal government. senior economics reporter steve liesman has the story. >> the fed is supposed to release this morning the transcript from 2007. those are the ones where they tell you who said what during meetings. an unusual amount of attention to these, because this is the first response of the federal reserve to the crisis which you remember began in the summer of 2007. what are we going to be looking for? what folks were saying in three emergency meetings. three rate cuts totaling 1%. and of course, there was a big debate, inflation versus response to the financial crisis on august #th. putting out a statement saying the main concern was inflation, three days later the federal reserve said it would provide reserves as necessary to combat the financial crisis. here's why this is going to be historically important. the first declines there in 2007, then what we'll do is overlay inflation on this. you can see what the fed was dealing with at the time. you had rising inflation at the time. at the same time y
CNBC
Jan 15, 2013 4:00pm EST
, how come folks like him, dan includinger, are going to give their time to go into someone's home and doing a dinner party? >> chefs are really artists and so they love having a good time and being able to try something new and go into new settings. when they are in the restaurant which is its open experiment, they like to sometimes experiment beyond the constraints of a restaurant so we see that with celebrity chefs, high-end chefs, and then some chefs like the lifestyle of being able to make their own hours and work their own time. >> how does the firm make money. are you profitable yet? tell me how you think kitchit evolves. >> we take a commission of bookings through our site and we're on a strong path towards profitability but not yet. >> and it's kitchit.com. >> yes. >> thanks very much, brendan. >> "fast money" begins in just a few minutes. melissa lee is at the u.s. nasdaq market side. >> coming up, what is apple's problem? the analyst who cut his price target all the way down to $530 a share. see what he says and what the base case scenario is in terms of downside and who
CNBC
Jan 15, 2013 4:00am EST
at the open, similar declines in the nasdaq, and s&p 500. joining us now, dan greenhouse. >> good morning to you. >> now let's talk about the nasdaq in particular, way down by apple. let's start with apple, then. what do you see happening with shares from here? >> well, just for starters, we rate the stock a neutral right now and have for several months. i think our advice to investors at this point is probably to stay away. there's a lot of uncertainty. there's a lot of unknowns. the company hasn't saying any about "the wall street journal" article or concerns more generally. so i think it's probably a wise decision to hang out and wait until the company reports and see what kind of guidance they provide. >> and apple, you're looking at a 501 quote there. it is potentially set to open below $500. but, dan, how much of a problem is this going to be for the nasdaq and the indexes more broadly? >> certainly it's more of a problem for the nax das, that's for sure, where it's a considerable portion of the index. it's less, though, for the larger indices like the s&p 500 and certainly the dow.
CNBC
Jan 17, 2013 6:00pm EST
friend dan dickert, knows refining stocks better than anyone likes this one. i trust him. i think that's for you. any given take, the market is capable of pullback. but bullish backs are given the bears a pretty hard time and making it a pretty tough time for those who are trying to make a bearish bet. "mad money" back after the break. >>> coming up, job opportunity? economic optimism is hoping to tick down unemployment across the country. but as payrolls rise, so do the stocks of stepping companies. be careful. not all of these recruiters are cut from the same cloth. cramer identifies the right candidate, next. >>> and, later, herbal cure? some of the street's most recognizable money managers are engaged in an all-out wary shares of herbalife, as this plays out in the limelight, are investors missing a more profitable picture occurring backstage? stick around. >>> don't miss a second. tweet us at #madtweets, or give us a call at 1-800-743 life cnbc. miss something? head to madmoney.cnbc.com. >>> last week i introduced you to my top ten themes for 2013. and tonight i want to tell you a
CNBC
Jan 15, 2013 6:00am EST
the company private. joining us is our private ek wit at the expert from boston dan. >> good morning. >> so this would be a huge, huge 20 plus billion dollar transaction. do you think it can actually happen in this environment? >> no, i don't. now, never say never. stranger things have happened. you've got pension funds, maybe a big sovereign wealth fund comes in. but you'd have to be talking about gst 23 billion, maybe $25 billion deal altogether and i know that dell's got a lot of cash on the books that can kind of help take some of the risk off for the bankers who would have to provide the leveraged financing here. but not enough. a lot of that cash is held overseas so you'd have the big tax implication. it seems a little too big. i talked to a private equity investor yesterday not at tpg or silver lake and he said this is a real, real stretch to get done. >> we're talking about a market cap somewhere in terms of, with a premium in success of sst 20 billion. i don't know what number you want to put on that. you have about $11 billion that you said in cash, but you've got to bring some of
CNBC
Jan 15, 2013 5:00pm EST
'm wondering if somebody like a dan loeb takes his shares out of a margin account and puts them into cash account, that takes them out of eligibility to be shorted. >> right. >> if he's not the only one doing that, i wonder if that has the ability to create a short squeeze. and if we look, you know, today, we try to borrow shares, there was no boar record available. >> when a stock goes from $25 to $46 -- >> it's bounced back. recovered everything it lost from the bill ackman -- >> you have a lot of motivated buyers. when you have a signal, all you have to do is validate it. what do i get my guys to do? do some research on herbalife. they are screaming buy to me. anybody that shorts this stock has to play defense unless ackman has a catalyst that is not himself. >> well, but to your point, karen, you are saying the short squeeze, it could theoretically continue as the shorts get out, there could be more in but if you take the shares off the market -- >> out of circulation. >> it becomes smaller and the squeeze becomes more painful. >> and guy being as old school that he is -- >> that's my
CNBC
Jan 15, 2013 7:00pm EST
the republican party has fallen on hard times. they lost the last election. how dan they get the white house back and the u.s. senate back. i'm going to talk about conservative principles. what we need to do. is take this to the american people and showcase successes all over our country. you have 25 states now that are doing thing that is are working for their citizens. states like michigan that are passing freedom to work. we see conservative principles worki ining everywhere and we w to do everything that we can to bring that to light. i think that is the only way we are going to win more national elections if people see that these ideas are working. where do you think the republican party lost out on conservative principles. what do they miss and what are you going to advocate at heritage? >> in 2010, you see the conservative grass roots a activists got involved. they retook the house and it had little to do with the republican party and it had everything to do with the grass roots activists speaking out. in 2012 it was the republican election and the grass roots were gone. they weren't embra
CNBC
Jan 18, 2013 4:00am EST
market? we're joined by dan green. did. >> good morning. >> more weej kwan cruise lines, $19 a share. how significant is this or perhaps this week in general given the number of ipos that we're seeing, is this going to be a better year that we're seeing inspect. >> i think it probably is, given the broader markets don't collapse. norwegian lines in particular, they thought about 50% of the company at a valuation of about $2 billion. this ipo puts it at 3.8 billion. but for private equity firms, it's a valuation saying, you know what? there is a public -- that can give us a return. >> you know, that said, they did buy the company in 2008 so you hope there would be a bit of a rebound. what about the likes of the company in the years? >> i think that's one of the big questions here. if you look at i think the 25 largest buyouts, all of which you know is pre-lehman collapse, 1406 them are still in private equity hands. very few have gone public. a couple have been sold off. you have some really big companies here. and you think clear channel, you think first data. companies like that, some ar
CNBC
Jan 14, 2013 2:00pm EST
steve liesman. column nest at the american institute of dan greenhouse. both are cnbc contributors. steve, first to you here. all right, listen, you have the republicans saying essentially, we're not negotiating without spending cuts. president saying spending cuts are nonnegotiable off the table. how does this play out? >> i think they make a deal in the end. it is a real challenge it investors now to see through some of this. but what is really interesting to me is what happened over the weekend. what my reporting uncovered and what is out there in public statement is, really the administration is getting rid of the sort of quirky ideas that have been out. the platinum coin is off the table. issuing scripp or ious is off the table. digging in the trenches over the weekend, then the republicans came out and said, you know what, we are more serious about sending the country into default in return for spending cuts than you probably thought. >> it is interesting earlier on today, i tweeted out, what is the risk of a -- and amazingly, people tweeted back, absolutely 0%. and some peop
CNBC
Jan 15, 2013 9:00am EST
february 16th of last year. joining us on the newsline, dan is here. you've got a price target of $900 a share. which is almost double from where we are now. doesn't that price target seem a little tone deaf to what's going on with the stock? dan? >> yeah. absolutely. price targets in my opinion are talking points for what you think the value of the stock is, what the opportunity for the stock is. so yeah, to use the point, $900 valuation, you know, clearly that's not the direction other analysts are going right now. not the direction this market wants to go right now. but that's the direction this company's earnings are pointing to. all the hype happening in the last few weeks on apple is centered around the supply chain. none of it is demand. every demand that we see for apple products is very strong. there are areas of weakness in europe, smartphone penetration in the u.s. the market overall in the u.s. is -- not all the points are positive, but generally it's good. >> if you're saying demand is good, but the orders of components for the product for which demand is strong are down,
CNBC
Jan 18, 2013 6:00am EST
. we have to deliver the results but we have it within our grasp. >> dan loeb recently took a stake in the company which probably is a good thing in many respects because it's a signal that he believes there's value in the company. but he's also gone after people like roy bostock, and he made it clear he may want some changes. have you been in communication with him? >> yeah, i called him as i do all our major shareholders and welcomed him. i said i was delighted that he thought it was a $40 stock, because he shared the confidence that management has. and i think we're doing a lot of the things that -- the reason dan has come in the stock to the best of my knowledge is he believes the company is on turnaround and he was excited about it. we have -- our board since i joined the board three years ago and became ceo and chairman, we have had a turnover of 6 of our 14 directors. roy happens to be retiring this may, so we'll have 7 of 14 directors turn over in that three-year period. so, i think dan's interest and ours are greatly aligned. >> in the money you're having all your guys mana
CNBC
Jan 17, 2013 9:00am EST
the shouts behind us. >> our friend dan dicker saying this is a must buy. holly frontier has been returning so much to shareholders. these companies are a big beneficiary of the glut of domestic oil versus what we can charge, you know at the pump. the united states oil is so cheap. >>> a couple incongruities today. at yet the dow is positive. you made the point about the macro being positive. >> we are in a rising tide situation. you know, we're supposed to -- if you listen to anyone on how america is doing, i mean, you really think we must be doing terrible. we have higher payroll tax, a gridlock in washington, but the actual job growth is very out of sync, and it almost says like, listen, we got rid of this, let's start hiring. we may be looking at this debt ceiling, and i'm going to invoke shakespeare, the bard, that this may be much ado about nothing. i'm going there. right here. >> right now? the cliff is -- >> don't you love -- you know, when i first heard, i thought what a great title, i said no, moran, take the shakespeare course first the it's going to be claymation death match, ma
CNBC
Jan 14, 2013 4:00am EST
sw retail advisers. >> thanks, dan. >> yes, good to see you. >> still an, but trade ahead on the program, we'll head out to troy for a sneak peek at automobiles. >> and as we has to break, the dow is looking to continue its rally. ♪ [ male announcer ] how do you turn an entrepreneur's dream... ♪ into a scooter that talks to the cloud? ♪ or turn 30-million artifacts... ♪ into a high-tech masterpiece? ♪ whatever your business challenge, dell has the technology and services to help you solve it. >>> welcome back to "worldwide exchange." i'm kelly evans. >> and i'm ross westgate. here are your headlines from around the globe. >> u.s. investors look for an encore after the s&p 500 reaches a fresh five-year high as the shanghai composite is up over 3% and foreign investments restrictions will be relaxed. >>> swatch group bought harry winston for $750 million. but u.p.s. walks away from a 5 billion euro deal from tnt. >> and generali unveiled a new major overhaul vowing to boost operating profits by 25%. not too much movement on futures since the last time we checked in
Search Results 0 to 19 of about 20 (some duplicates have been removed)